Help Protect Your Clients from Scammers
I was practically jumping with joy. A few weeks ago I applied for a trademark for “The TrueWealth Way.” This is the name assigned to the intellectual property unveiled in my upcoming book and […] Read More
Do Your Prospect Resist Your Fees?
I was coaching a very disappointed financial advisor. She said, “I’ve been speaking with a physician prospect for months. He kept telling me how unhappy he was with his current financial advisor. He was […] Read More
Performance: My Son’s Story about His Fail
How do you enjoy higher levels of business performance? More importantly, what story do you tell yourself when you “fail”? My son’s powerlifting fail My son competes in powerlifting. It’s not for monetary gain; he […] Read More
Here’s What Ed Slott Says about Working with Doctors
Are you thinking about attracting, engaging and serving more doctor clients in 2024? Maybe you’re wondering how you would get started, or how you could scale so you serve even more doctor clients. Here’s what […] Read More
Sobering Statistic: Living Paycheck to Paycheck
Let’s begin with a question: what do we know about the finances of Americans in 2023? At this point in the recovery from the COVID pandemic, the number are sobering. In 2019, the Governors of the […] Read More
I Blew It!
Like you, I have a sense of how I can help my clients achieve their goals. You’re most likely reading this email because you want to accelerate your practice growth by engaging and serving […] Read More
Engage Doctors Interested in Side Gigs
The most effective way for you to attract and engage doctors is to serve them. You identify their challenges or problems and help solve them. Doesn’t it make sense to identify emerging trends among your […] Read More
Want to Help Your Clients Reduce Spending?
Your doctor client says that he wants to accelerate wealth-building. What do you advise? You would love to say, “Spend less!” But that can be a bitter pill for your client to swallow. Further, your clients may tell […] Read More
The 2021 Medscape Net Worth and Debt report
Every year Medscape publishes a survey about physicians’ report of their net worth and debt. You can view the 2021 survey findings here. You may need to sign up for a free Medscape account before you […] Read More